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Impact Partnership Wealth’s Procter & Gamble PG Stock Holding History

Impact Partnership Wealth’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
10,201
+2,651
+35% +$386K 0.15% 101
2026
Q1 		$1.09M Sell
7,550
-873
-10% -$132K 0.13% 109
2025
Q4 		$1.21M Buy
8,423
+4,402
+109% +$649K 0.15% 92
2025
Q3 		$618K Buy
4,021
+56
+1% +$8.75K 0.09% 138
2025
Q2 		$632K Sell
3,965
-201
-5% -$32.8K 0.12% 105
2025
Q1 		$710K Buy
4,166
+59
+1% +$9.88K 0.15% 75
2024
Q4 		$689K Buy
4,107
+389
+10% +$66.3K 0.14% 87
2024
Q3 		$644K Buy
3,718
+39
+1% +$6.62K 0.15% 88
2024
Q2 		$607K Buy
3,679
+1,342
+57% +$219K 0.16% 83
2024
Q1 		$379K Sell
2,337
-35
-1% -$5.49K 0.15% 97
2023
Q4 		$348K Sell
2,372
-157
-6% -$23.3K 0.13% 107
2023
Q3 		$369K Buy
2,529
+2,153
+573% +$329K 0.11% 96
2023
Q2 		$57.1K Buy
+376
New +$56.7K 0.02% 247

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Impact Partnership Wealth's PG Position: Q2 2026 in Review

Impact Partnership Wealth increased its Procter & Gamble (PG) stake by 35% in Q2 2026, buying an estimated $386K and bringing the position to 10,201 shares worth $1.5M. The position accounts for 0.15% of the portfolio, ranked #101.

Impact Partnership Wealth first reported a position in PG in Q2 2023 and has held it in 13 quarters since. 4,035 funds tracked by Wall St. Rank hold PG as of Q2 2026.

  • Impact Partnership Wealth held 10,201 shares of Procter & Gamble worth $1.5M as of Q2 2026.
  • Impact Partnership Wealth bought 2,651 Procter & Gamble shares in Q2 2026, an estimated $386K.
  • Procter & Gamble made up 0.15% of Impact Partnership Wealth's portfolio in Q2 2026, its #101 holding.
  • Impact Partnership Wealth first reported a position in Procter & Gamble in Q2 2023 and has held it in 13 quarters since.
  • 4,035 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.